SWIM

Smallwood Wealth Investment Management Portfolio holdings

AUM $191M
1-Year Est. Return 17.52%
This Quarter Est. Return
1 Year Est. Return
+17.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.08M
3
+$318K
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$302K
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$291K

Top Sells

1
+$327K
2
+$239K
3
+$100K
4
T icon
AT&T
T
+$90K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$82.9K

Sector Composition

1 Technology 11.38%
2 Financials 6.15%
3 Consumer Staples 3.82%
4 Communication Services 2.71%
5 Healthcare 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$836 ﹤0.01%
+17
477
$828 ﹤0.01%
+20
478
$806 ﹤0.01%
+8
479
$789 ﹤0.01%
+15
480
$781 ﹤0.01%
+12
481
$718 ﹤0.01%
30
482
$698 ﹤0.01%
+1
483
$690 ﹤0.01%
+62
484
$687 ﹤0.01%
29
485
$676 ﹤0.01%
160
486
$651 ﹤0.01%
37
487
$608 ﹤0.01%
2
488
$592 ﹤0.01%
+29
489
$590 ﹤0.01%
120
490
$551 ﹤0.01%
+2
491
$546 ﹤0.01%
7
-24
492
$537 ﹤0.01%
5
493
$526 ﹤0.01%
28
-1,745
494
$525 ﹤0.01%
+1
495
$512 ﹤0.01%
15
496
$495 ﹤0.01%
+5
497
$486 ﹤0.01%
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498
$486 ﹤0.01%
7
499
$469 ﹤0.01%
5
500
$468 ﹤0.01%
14
+2
18 19
20
21 22